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Sellers controlling this ticker. Roblox (RBLX) came under heavy selling pressure Monday after Jefferies downgraded the stock from Hold to Underperform and set a $38 price target. The firm believes the stock's recent rally reflected overly optimistic expectations for bookings growth and warned that improving user growth and monetization in the U.S. and Canada could take longer - and cost more - than investors expect. Jefferies also lowered its bookings and EBITDA forecasts, pointing to continued spending on developers, infrastructure and other initiatives as a potential drag on margin expansion. The downgrade comes as Roblox continues to face legal and safety-related pressure surrounding protections for younger users, including litigation alleging inadequate safeguards against predators and inappropriate content. The chart has turned decidedly bearish, with RBLX dropping below its 8-, 21- and 55-day exponential moving averages. The -DI has moved above the +DI while ADX is above 28, showing strengthening downside momentum. RSI near 42 leaves room for additional weakness before reaching oversold territory, while the PPO has crossed below its signal line. With shares already falling sharply, traders may want to watch for continued confirmation or a weak rebound rather than chase the initial decline. Wishing you the best,

Jefferies downgrades Roblox (RBLX) to Underperform on bookings growth risk. Jefferies cut Roblox to Underperform with a $38 target against a $46.44 close, arguing the 30% recovery from the post-earnings crash prices in bookings growth that won't arrive. Published September 28, 2026 at 3:28 pm EDT Roblox Corporation (NYSE:RBLX) was cut to Underperform from Hold at Jefferies on September 28, with the firm leaving its price target at $38. The shares closed Friday at $46.44, roughly 18% above where the call says they belong. Roblox lost about 27% of its value the day after second-quarter results landed, closing at $35.60 on July 31. It has climbed roughly 30% from that level since. Jefferies argues the recovery prices in a bookings trajectory the company is unlikely to deliver. Bookings arrive as cash long before they arrive as revenue: Roblox does not publish a meaningful earnings figure, so the argument has to happen somewhere else. It happens in bookings. Players buy Robux, the platform's virtual currency, and spend it inside experiences other people have built. Roblox banks that cash immediately and records it as bookings. Accounting revenue comes later, recognized across the estimated life of a paying user rather than at the moment of purchase. The lag is what makes bookings the useful number. Revenue on any given quarter's income statement partly reflects money collected a year or more earlier, so a slowdown in what players spend today will not show up in reported results for some time. Jefferies has aimed at exactly that gap. A downgrade built on bookings is a claim about what players are doing right now, which is the one thing the income statement is slowest to reveal. The audience is real even if the spending slows: Set against the call is a platform nobody has managed to copy. Roblox is among the largest places young people gather online, and assembling attention on that scale from a standing start has defeated better-funded competitors. Engagement is the genuinely scarce asset here, and it does not evaporate because one firm lowers a rating. Expectations have come down a long way as well. The shares have lost roughly two-thirds of their value over twelve months, down from a peak of $142. Anyone buying today pays far less for the same audience than they would have a year ago. Roblox is worth about $31 billion at Friday's close, which is a modest price for a platform of that reach if the spending holds up. The company has been widening its reach too, with plans to distribute standalone games beyond its own app and to court players older than the under-13 audience it was built on. What none of that supplies is a floor. With no profits to value the business against, every estimate rests on players spending more next year than this one. Jefferies is disputing that assumption directly, and it is the only assumption holding the price up. Conclusion: The disagreement here is unusually clean. Jefferies believes a 30% rally has priced in bookings growth that will not arrive, and has put a $38 target behind that view. The counter is that Roblox owns an audience competitors cannot buy, available at a price two-thirds below where it stood a year ago. Both sides accept the platform works. What they dispute is how much money flows through it next year. That makes the next bookings figure the point at which one of them is proved wrong, and the point worth waiting for before taking a side. Market sentiment: Roblox Corporation was held by 52 hedge funds with a combined stake value of about $4.8 billion at the end of Q2 2026 in the Insider Monkey database. This is down from 66 hedge fund holders in the previous quarter, although the value of those positions rose from around $4.1 billion.

The Doux collaborated with Roblox to create 'my Salon Empire' The Doux & Roblox team up for 'my Salon Empire,' an interactive game for the beauty enthusiast. Hellobeautiful spoke to The Doux founder Maya Smith about her interactive game "My Salon Empire" with Roblox, today's salon culture and balancing it all. Published on September 25, 2026 It's a lazy Saturday in September and you're looking for something to do... build a salon. A Roblox salon. Maya Smith, founder of The Doux teamed up with Roblox to present a gaming experience for the beauty enthusiast. "My Salon Empire" is as entertaining as it is educational. Through the game, developed by Exclusive, players can welcome clients, conduct hair consultations, shampoo and style hair, hire staff, provide customer service and earn rewards to unlock new features. But the best feature, perhaps, is the ability to customize your avatar's hair with a bunch of textured styles. Hellobeautiful caught up with Maya Smith about finding success in the salon with her brand The Doux, the game and how it promotes haircare education. "The game is based on how you perform on those services," Maya explained in a candid chat. "If you move fast enough, you get rewarded." Rewards allow you to "unlock different hairstyles and different chairs, different areas of the salon." "You have to do your own POS system," she added. "You're checking out customers, you're using The Doux products. So if they want a twist out, our products are popping up." It's quite brilliant. In era of gaming and streaming, it meets a niche customer base. As someone who built a salon in real life, Maya knows the ins and outs of entrepreneurship. "When you get really good at it, you have the opportunity to grow and scale your salon. You can add another location. And because it's set in Atlanta, you can go outside and go to other salons and see what other players have built in their salon empires. So, really interactive, customizable game." The Doux Products The Doux was started in Germany where Maya's husband, and business partner, was stationed in the Air Force. Their family of 6 lived two hours away from Paris by train and they spent a lot of time there. It was inspired by the French word. Maya didn't know what it meant at first. "It's a French word for soft and sweet, but they also kind of use it informally, to say something is really cool. So, you know, it turned into this kind of play on words, like, hairdo." Maya and Brian's love story dates back to high school. "We're high school sweethearts," she says sweetly. "I've known him longer than I've been doing hair. That's a long time. There's no way that I would have been able to build the salon business the way that I did." As the only woman in the house with her husband and five boys she leans on them for their gaming experience. She credits Brian with being the creative. "Brian is also the gamer of the family," she shared. "I'm Andre 3000 and he's big boy." Salon Culture As a shop owner, Maya understands the dynamics of salon culture and the changing landscape for modern stylists. Maya believes what's missing these days in the salon is the apprenticeship program. Back in the day, "you started off as an assistant, you grew into this mentorship and apprenticeship program, which I still think is the best model." She continued, "I think now, all of the, the stylists are starting in suites. They get out of, of beauty school and there's just no mentorship." According to Maya, not all stylists are licensed cosmetologists. "There is still a lot of value to actually being a licensed stylist. There's so much that you learn that has nothing to do with hair and a community and a support that, you know, is cultivated during that time. I will always be an advocate for cosmetology school. I think what's so interesting even about, like, this game that we've created is showing people that there's, you know, there's the craft, but there's the business that no one ever talks about." Work Life Balance With five kids, a husband, successful business and growing empire, how does Maya balance it all? "No such thing as balance. Priority matters to us. You can have it all, but you can't have it all at the same time." Play "My Salon Empire," here. Related Tags